Practice and Client Management News

Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention-driven practices, manage high net worth relationships and operationalize growth frameworks that go beyond rudimentary 101 topics. Learn the latest financial planning news from expert reporting and analysis that matters to industry leaders.

Recruiting

$400M Merrill Lynch duo goes indie with Raymond James

The advisors left the wirehouse in a quarter that saw it lose 145 advisers.

By Tobias Salinger
Chief Correspondent

April 20
Practice management

Here’s why firms should be more flexible about flextime

This strategy can help attract and retain talent, which is essential to a practice’s success.

By Kelli Cruz
Founder & Managing Director

April 20
RIAs

Focus Financial's home run: Aggregator PE deal worth $2B

Blue chip private equity firms Stone Point and KKR enter the RIA market with a majority stake purchase of the New York consolidator.

By Charles Paikert
Senior Editor

April 19
Practice management

How to find the right senior partner

Search for advisers who come with a smooth onboarding process.

By Kimberly Chin

April 19
Social media

Don’t let social media become a conundrum

A professional website is a necessity, as is a presence on LinkedIn.

By Kenneth Corbin
Contributing Writer

April 19
Wealth Think Check out these tools for adviser marketing

These two platforms can help give your practice a boost.

April 18

Dave Grant

Retirement Matters
Wealth Think Check out these tools for advisor marketing

These two platforms can help give your practice a boost.

April 18

Dave Grant

Retirement Matters

Resources

The latest Financial Planning research and discussion:

Web Seminar A holistic approach to delivering advisor alpha

Markets will move. Strategies will evolve. But the real differentiator? How you show up for your clients.

Partner Insights from eMoney Advisor
Advisor strategies
On-Demand Web Seminar Quarterly Outlook Briefing
Web Seminar The art of asking questions

Asking the right questions is at the heart of every meaningful financial conversation—but how do you know what to ask and when?

Partner Insights from eMoney Advisor

Practice & Client Management: Key Questions & Analysis

How should financial advisors rethink client management as they grow their practices?

As advisory firms grow, client management often shifts from ad-hoc relationship handling to processes focused on segmentation, service models and long-term retention. Coverage in this area reflects how advisors are operationalizing client experience as a core business discipline.

What operational challenges are most important in advisor-client relationships?

Advisors face increasing pressure from capacity constraints, rising client expectations and the need to balance personalization with scale. Practice and client management reporting highlights where firms are finding success to maintain service quality while expanding.

How are advisors adapting communication strategies to changing client expectations?

Client communication strategies are evolving as advisors respond to demographic shifts, digital expectations and heightened demand for transparency. Read how firms are adjusting cadence, channels and messaging.

How does client management impact long-term practice value?

Effective client management is often viewed as a driver of enterprise value. Client management is a key area of focus for retention, referrals and succession outcomes. Learn how client experience strategy directly to firm durability and valuation.